Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSCYX (SMALL CAPITALIZATION PORTFOLIO SMALL CAPITALIZATION PORTFOLIO CLASS A) | 19.72% | 32.90% | 17.26% | 7.23% | 10.69% | 8.70% | 7.51% | … | … |
Data as of 06/03/2026, Common starting date is 03/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSCYX (SMALL CAPITALIZATION PORTFOLIO SMALL CAPITALIZATION PORTFOLIO CLASS A) | 03/27/2006 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.90 | 17.26 | 7.23 | 10.69 | 8.70 | 7.51 | … | … | 19.72 | 5.93 | 10.40 | 14.72 | -17.89 | 23.90 | 25.43 | 23.11 | -16.53 | 15.21 | 12.72 | -9.78 | 2.78 | 31.62 | 8.83 | -1.15 | 16.41 | 23.63 | -26.93 | 3.01 | 5.37 |
| Sharpe Ratio | NA | 1.59 | 0.69 | 0.21 | 0.40 | NA | NA | … | … | 2.39 | 0.14 | 0.32 | 0.60 | -0.71 | 1.08 | 0.60 | 1.42 | -0.97 | 1.07 | 0.72 | -0.62 | 0.20 | 2.39 | 0.58 | -0.04 | 0.81 | 0.77 | -0.69 | -0.01 | 0.25 |
| Standard Deviation(%) | NA | 19.62 | 20.95 | 22.22 | 23.16 | NA | NA | … | … | 21.90 | 22.05 | 21.06 | 18.65 | 27.46 | 22.15 | 41.91 | 15.18 | 18.48 | 13.63 | 17.31 | 15.84 | 13.85 | 13.22 | 15.32 | 29.08 | 20.04 | 30.63 | 40.21 | 18.19 | 14.06 |
| Draw Down(%) | NA | 11.47 | 28.00 | 28.00 | 43.98 | NA | NA | … | … | 11.47 | 23.03 | 11.81 | 15.89 | 24.20 | 10.45 | 42.18 | 10.02 | 29.47 | 6.88 | 18.11 | 16.19 | 11.23 | 5.79 | 10.87 | 26.33 | 19.07 | 30.77 | 42.42 | 13.60 | 10.81 |
| Yield(%) | 0.00 | 11.00 | 9.05 | 9.51 | 9.61 | 8.25 | 6.47 | … | … | 0.00 | 10.47 | 13.39 | 0.00 | 8.66 | 27.45 | 0.00 | 0.00 | 13.40 | 0.00 | 0.00 | 34.91 | 3.22 | 17.51 | 0.00 | 4.40 | 0.00 | 0.00 | 9.73 | 24.39 | 18.93 |
Data as of 06/03/2026, Common starting date is 03/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSCYX (SMALL CAPITALIZATION PORTFOLIO SMALL CAPITALIZATION PORTFOLIO CLASS A) |
-9.24%
Apr 2006 – Apr 2009 |
-3.58%
Mar 2015 – Mar 2020 |
2.99%
Mar 2010 – Mar 2020 |
4.94%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSCYX (SMALL CAPITALIZATION PORTFOLIO SMALL CAPITALIZATION PORTFOLIO CLASS A) |
24.28%
Feb 2009 – Feb 2012 |
21.59%
Feb 2009 – Feb 2014 |
11.75%
Feb 2009 – Feb 2019 |
11.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart